A family's assets, tax position, legal structure, succession and residency plans all move together — very few of them can be handled in isolation. With independent asset management at the centre, Preferred connects eight kinds of professional partner so one window covers what would otherwise take eight.
Tripartite arrangements with leading international private banks. Your assets stay in your own bank account; we manage and monitor them on your behalf.
Trading and custody arrangements across major global markets, so one set of accounts can carry a cross-market portfolio.
Bookkeeping, audit and tax filing for cross-border assets, handled by teams fluent in Greater China and offshore structures.
Legal opinion on succession structures, shareholding and cross-border compliance — so risks are visible before the structure is set.
Policies used as succession and liquidity instruments, including large-sum life cover and premium financing feasibility.
Establishment and trustee arrangements for family trusts, so holding, income and inheritance can be layered to your intent.
Fund administration, valuation and investor services underpinning the day-to-day running of the fund platform.
Residency and status planning, considered together with asset allocation and tax residency rather than in isolation.
As your independent asset manager, Preferred coordinates every party above and makes sure their advice lines up rather than contradicting each other.
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